Capstone Financial Advisors, Inc.
Position in DRI — Darden Restaurants Inc
CIK 1599217
DOWNERS GROVE, IL
Position in DRI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$976,475
-$50,172 QoQ
Shares Held
4,981
-10.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DRI Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026Capstone Financial Advisors, Inc. holds $62,278,585 across 6 Restaurants names. DRI ranks #2 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
194,414 | $60,421,927 | |
| 2 | DRI |
Darden Restaurants Inc
This page
|
4,981 | $976,475 | |
| 3 | CMG |
Chipotle Mexican Grill Inc
|
12,683 | $405,982 | |
| 4 | PTLO |
Portillo's Inc.
|
58,745 | $310,761 | |
| 5 | FWRG |
First Watch Restaurant Group, Inc.
|
10,500 | $110,040 | |
| 6 | STKS |
ONE Group Hospitality, Inc.
|
30,000 | $53,400 |
All Filings in DRI
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $976,475 | 4,981 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,026,647 | 5,579 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,261,325 | 6,626 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,443,833 | 6,624 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,375,786 | 6,622 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,235,887 | 6,620 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,086,540 | 6,620 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,001,284 | 6,617 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,106,031 | 6,617 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,161,108 | 7,067 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,025,741 | 7,162 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,147,839 | 6,870 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,065,949 | 6,870 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $950,327 | 6,870 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $867,818 | 6,870 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $777,134 | 6,870 | Shares | Sole | 2022-09-02 | |
| 2022-03-31 | $913,366 | 6,870 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,034,896 | 6,870 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,040,598 | 6,870 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,002,951 | 6,870 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $975,540 | 6,870 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||